Concurrent Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
27,477
+4,467
| +19% | +$236K | 0.03% | 505 |
|
|
2025
Q1 | $1.21M | Buy |
23,010
+1,543
| +7% | +$80.8K | 0.03% | 489 |
|
|
2024
Q4 | $1.11M | Buy |
21,467
+4,994
| +30% | +$258K | 0.03% | 458 |
|
|
2024
Q3 | $867K | Buy |
16,473
+5,185
| +46% | +$273K | 0.03% | 494 |
|
|
2024
Q2 | $578K | Buy |
11,288
+4,453
| +65% | +$228K | 0.02% | 548 |
|
|
2024
Q1 | $350K | Sell |
6,835
-913
| -12% | -$46.8K | 0.01% | 630 |
|
|
2023
Q4 | $397K | Buy |
+7,748
| New | +$397K | 0.02% | 551 |
|